Add/Search/Edit categories

Step 1: Go to the Products tab and select Categories

Step 2: The Categories window will display. If you want to add a new category, select Add New

Step 3: The Category Maintenance window will display. Enter the details in the appropriate fields. Click Finish to create a new category. 

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 To edit an existing category: 

Step 1: On the Products tab, select Categories

Step 2: The Categories screen will appear. Double click on a category you want to edit. 

Step 3: The Category Maintenance screen will display. You may now edit the details as required. Once done, click Finish


Note: The category code should not be changed once products have been assigned. 

 

FIELDS
Category Code:
The short code for the category.
Description: A brief description for the category.
Brochure / Online Text: A more detailed description of the category for brochure or online use.
Accounting System Code: The code used by your accounting software.
Active: Check the box if the product is still active.

 

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